UnitedHealth Group Inc
UNH- Exchange
- NYSE
- Industry
- Hospital & Medical Service Plans
- SEC CIK
- 0000731766
In the last 90 days, UnitedHealth Group Inc insiders filed 0 open-market purchases and 2 sales; 3,395 institutions reported holding it in 13F filings for Q2 2026, worth $325.1B in total; 3 superinvestors hold it, including H&H International Investment and Tiger Global Management.
13F holders, Q1 2022
Institutional positions in UnitedHealth Group Inc as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,965
- +94 vs. Q4 2021
- Shares held
- 821.4M
- −3.92M (−0.5%) vs. Q4 2021
- Total value
- $418.3B
- +$4.60B (+1.1%) vs. Q4 2021
- New holders
- 187
- 1,268 more added
- Sold out
- 93
- 1,138 more reduced
38 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UNH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,395 | $325.1B |
| Q1 2026 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $418.3B |
| Q4 2021 | 2,909 | $413.9B |
| Q3 2021 | 2,573 | $321.7B |
| Q2 2021 | 2,592 | $330.1B |
| Q1 2021 | 2,516 | $307.3B |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Graves-Light Private Wealth Management, Inc. | 1,664 | $849.0K | 0.12% | −257−13.4% | Reduced |
| TCI Wealth Advisors, Inc. | 1,672 | $852.0K | 0.13% | −18−1.1% | Reduced |
| Foundry Partners, LLC | 1,670 | $852.0K | 0.04% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 1,675 | $854.0K | 0.27% | +105+6.7% | Added |
| First National Bank of South Miami | 1,674 | $854.0K | 0.52% | +178+11.9% | Added |
| Texas Capital Bancshares Inc | 1,676 | $855.0K | 0.52% | −195−10.4% | Reduced |
| Forte Capital LLC | 1,702 | $855.0K | 0.11% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 1,685 | $855.0K | 0.12% | +11+0.7% | Added |
| Visionary Wealth Advisors | 1,676 | $855.0K | 0.07% | +42+2.6% | Added |
| DGS Capital Management, LLC | 1,677 | $855.0K | 0.52% | +273+19.4% | Added |
| West Paces Advisors Inc. | 1,678 | $855.7K | 0.27% | +379+29.2% | Added |
| Private Portfolio Partners LLC | 1,682 | $857.9K | 0.21% | +66+4.1% | Added |
| Summit Wealth Group, LLC | 1,685 | $859.0K | 0.90% | −24−1.4% | Reduced |
| Twin Focus Capital Partners, LLC | 1,687 | $860.0K | 0.17% | +9+0.5% | Added |
| Marotta Asset Management | 1,688 | $860.8K | 0.20% | +24+1.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 1,695 | $864.0K | 0.01% | −453−21.1% | Reduced |
| Asset Management Group, Inc. | 1,694 | $864.0K | 0.18% | +5+0.3% | Added |
| Sustainable Insight Capital Management, LLC | 1,700 | $867.0K | 0.62% | +19+1.1% | Added |
| Global Trust Asset Management, LLC | 1,704 | $869.0K | 0.36% | −631−27.0% | Reduced |
| Darwin Advisors, LLC | 1,706 | $870.0K | 0.14% | +2+0.1% | Added |
| Merit Financial Group, LLC | 1,708 | $871.0K | 0.05% | +428+33.4% | Added |
| First Western Trust Bank | 1,681 | $875.0K | 0.04% | +1,681 | New |
| F3Logic, LLC | 1,713 | $878.0K | 0.13% | −75−4.2% | Reduced |
| Amarillo National Bank | 1,723 | $878.0K | 0.17% | −7−0.4% | Reduced |
| Magnolia Capital Advisors LLC | 1,728 | $881.0K | 0.35% | +9+0.5% | Added |
| Camden Capital, LLC | 1,731 | $883.0K | 0.19% | +314+22.2% | Added |
| Heron Bay Capital Management | 1,736 | $885.0K | 0.43% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,736 | $885.0K | 0.21% | +212+13.9% | Added |
| Silver Oak Securities, Inc | 1,625 | $887.0K | 0.18% | +1,625 | New |
| Soltis Investment Advisors LLC | 1,741 | $888.0K | 0.12% | +65+3.9% | Added |
| Miramar Capital, LLC | 1,745 | $890.0K | 0.24% | +1,340+330.9% | Added |
| Deuterium Capital Management, LLC | 1,747 | $891.0K | 1.15% | +1,747 | New |
| Samalin Investment Counsel, LLC | 1,751 | $893.0K | 0.54% | +369+26.7% | Added |
| Geller Advisors LLC | 1,753 | $894.0K | 0.17% | −106−5.7% | Reduced |
| ODonnell Financial Services, LLC | 1,753 | $894.0K | 0.41% | 00.0% | Unchanged |
| DSC Advisors, L.P. | 1,755 | $895.0K | 0.72% | +814+86.5% | Added |
| MBM Wealth Consultants, LLC | 1,757 | $896.0K | 0.37% | +51+3.0% | Added |
| Stoneridge Investment Partners LLC | 1,759 | $897.0K | 0.42% | +1,759 | New |
| Kellett Schaffner Wealth Advisors LLC | 1,760 | $898.0K | 0.71% | −210−10.7% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 1,760 | $898.0K | 0.23% | −118−6.3% | Reduced |
| Thomasville National Bank | 1,760 | $898.0K | 0.09% | +115+7.0% | Added |
| Patron Partners Advisors, LLC | 1,766 | $900.0K | 0.61% | +40+2.3% | Added |
| First Pacific Financial | 1,776 | $906.0K | 0.47% | −162−8.4% | Reduced |
| Everett Harris & Co | 1,779 | $907.0K | 0.01% | +82+4.8% | Added |
| Scharf Investments, LLC | 1,779 | $907.0K | 0.03% | +118+7.1% | Added |
| Jacobs Levy Equity Management, Inc | 1,778 | $907.0K | 0.01% | +746+72.3% | Added |
| MCF Advisors LLC | 1,779 | $907.0K | 0.09% | +1,779 | New |
| Virginia Wealth Management Group, Inc. | 1,705 | $909.0K | 0.81% | +1+0.1% | Added |
| Brown Capital Management LLC | 1,785 | $910.0K | 0.01% | 00.0% | Unchanged |
| Keystone Financial Group | 1,787 | $911.0K | 0.15% | +5+0.3% | Added |
| Xcel Wealth Management, LLC | 1,792 | $914.0K | 0.25% | −20−1.1% | Reduced |
| Eudaimonia Advisors LLC | 1,792 | $914.0K | 0.53% | 00.0% | Unchanged |
| Paloma Partners Management Co | 1,794 | $915.0K | 0.07% | −1,189−39.9% | Reduced |
| Summit Trail Advisors, LLC | 1,794 | $915.0K | 0.07% | +460+34.5% | Added |
| Jeppson Wealth Management, LLC | 1,798 | $916.0K | 0.43% | +6+0.3% | Added |
| Ropes Wealth Advisors LLC | 1,809 | $923.0K | 0.16% | −814−31.0% | Reduced |
| One Wealth Advisors, LLC | 1,812 | $924.0K | 0.23% | +564+45.2% | Added |
| TCM Advisors, LLC | – | $927.0K | 0.86% | – | – |
| GFG Capital, LLC | 1,822 | $929.0K | 0.28% | −636−25.9% | Reduced |
| Northwest Bancshares, Inc. | 1,822 | $929.0K | 0.18% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,839 | $938.0K | 0.27% | +601+48.5% | Added |
| Oldfather Financial Services, LLC | 1,791 | $939.0K | 0.51% | −3−0.2% | Reduced |
| Avory & Company, LLC | 1,841 | $939.0K | 0.59% | +1,841 | New |
| FSB Premier Wealth Management, Inc. | 1,797 | $942.0K | 0.47% | −236−11.6% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 1,853 | $945.0K | 0.35% | −3,041−62.1% | Reduced |
| Fort Point Capital Partners LLC | 1,859 | $948.0K | 0.14% | −99−5.1% | Reduced |
| Argent Advisors, Inc. | 1,858 | $948.0K | 0.51% | +76+4.3% | Added |
| 1776 Wealth LLC | 1,926 | $949.0K | 0.55% | −224−10.4% | Reduced |
| LGT Group Foundation | 1,851 | $949.0K | 0.02% | +11+0.6% | Added |
| Strategic Blueprint, LLC | 1,861 | $949.0K | 0.11% | +369+24.7% | Added |
| Campion Asset Management LLC | 1,870 | $954.0K | 0.81% | −10−0.5% | Reduced |
| Sage Rhino Capital LLC | 1,873 | $955.0K | 0.29% | −24−1.3% | Reduced |
| Echo45 Advisors LLC | 1,875 | $956.0K | 0.75% | −285−13.2% | Reduced |
| Abacus Planning Group, Inc. | 1,874 | $956.0K | 0.26% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,875 | $956.0K | 0.81% | +469+33.4% | Added |
| KRS Capital Management, LLC | 1,880 | $958.0K | 1.04% | +27+1.5% | Added |
| Paladin Advisory Group, LLC | 1,869 | $958.0K | 0.78% | +1,869 | New |
| Jacobi Capital Management LLC | 1,881 | $959.0K | 0.11% | +226+13.7% | Added |
| 55I, LLC | 1,879 | $959.0K | 0.02% | +247+15.1% | Added |
| Detalus Advisors, LLC | 1,883 | $960.0K | 0.51% | −10−0.5% | Reduced |
| Pointe Capital Management LLC | 1,882 | $960.0K | 0.61% | +25+1.3% | Added |
| Chicago Partners Investment Group LLC | 2,047 | $965.0K | 0.07% | +274+15.5% | Added |
| Seelaus Asset Management LLC | 1,896 | $967.0K | 0.57% | −735−27.9% | Reduced |
| Saxon Interests, Inc. | 1,896 | $967.0K | 0.52% | +1,106+140.0% | Added |
| Profit Investment Management, LLC | 1,896 | $968.0K | 0.60% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,905 | $971.0K | 0.07% | +42+2.3% | Added |
| Archer Investment Corp | 1,857 | $972.8K | 0.34% | +512+38.1% | Added |
| Lokken Investment Group LLC | 1,915 | $974.0K | 0.77% | 00.0% | Unchanged |
| Camden National Bank | 1,914 | $976.0K | 0.18% | +7+0.4% | Added |
| My Personal CFO, LLC | 1,915 | $977.0K | 1.01% | −32−1.6% | Reduced |
| Amplius Wealth Advisors, LLC | 1,924 | $981.0K | 0.15% | −357−15.7% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 1,923 | $981.0K | 0.07% | +42+2.2% | Added |
| Harvest Fund Management Co., Ltd | 1,929 | $983.0K | 0.21% | −214−10.0% | Reduced |
| Centerpoint Advisors, LLC | 1,930 | $984.0K | 0.45% | −133−6.4% | Reduced |
| Briggs Advisory Group, Inc. | 1,938 | $988.0K | 0.66% | +4+0.2% | Added |
| Altfest L J & Co Inc | 1,937 | $988.0K | 0.18% | +185+10.6% | Added |
| Everhart Financial Group, Inc. | 1,939 | $989.0K | 0.57% | +647+50.1% | Added |
| FRG Family Wealth Advisors LLC | 1,953 | $996.0K | 0.19% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 1,963 | $1.00M | 0.14% | −41−2.0% | Reduced |
| Diversified, LLC | 1,968 | $1.00M | 0.41% | +1,503+323.2% | Added |